Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,556 | $180,749+60.2% | $160,784+80.1% | $137,256+111.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.12% | 2234.46%-2218.3pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $879 | $4,155-78.9% | $3,733-76.5% | $4,156-78.9% |
| Participant deferral / active EE | $18,545 | $6,844+170.9% | $6,293+194.7% | $6,407+189.5% |
| Admin fee / account holder | $2,109 | $10,397-79.7% | $9,717-78.3% | $12,270-82.8% |